Zoho CRM + DoneDone Integration

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DoneDone + Zoho CRM Integration

Create Zoho CRM module for new DoneDone task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using DoneDone and Zoho CRM. By linking these two applications, you can ensure that every task is automatically recorded in the Zoho CRM, making it easier to track and manage.
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Zoho CRM + DoneDone Integration

Create DoneDone task for new Zoho CRM contact

Zoho CRM and DoneDone are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Zoho CRM, do you also create a task in DoneDone? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Zoho CRM + DoneDone Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • DoneDone
    New Task created in DoneDone
  • DoneDone
    New conversations created in DoneDone
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • DoneDone
    Create task in DoneDone
  • DoneDone
    Search task in DoneDone
  • DoneDone
    Update task status in DoneDone
  • DoneDone
    Get task detail by id in DoneDone
  • DoneDone
    Create project in DoneDone
  • DoneDone
    Add a comment to a conversation in DoneDone
  • DoneDone
    Add a comment to task in DoneDone
  • DoneDone
    Get conversation detail in DoneDone
  • DoneDone
    Create Conversation in DoneDone
  • DoneDone
    Search conversation in DoneDone
  • DoneDone
    Update conversation status in DoneDone
  • DoneDone
    Add a reply to a conversation in DoneDone
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